Podcast Episodes
Back to SearchRetirement Planning, Step 5: Estate Planning
Today is the continuation of a 6-part series that outlines our retirement planning process. Today, we dive into the fifth step of the process, "Estat…
6 years, 7 months ago
Empowering Widows Financially with Dr. Kathleen Rehl
Episode 94
Almost every financial advisor faces a time in their career during which their clients' spouses pass away, and many advisors struggle to know how to …
6 years, 7 months ago
Retirement Planning, Step 4: Growth
Episode 93
Today is the continuation of a 6-part series that outlines our retirement planning process. Today, we dive into the fourth step of the process, "Grow…
6 years, 7 months ago
Retirement Planning, Step 3: Income Planning
Episode 92
Today is the continuation of a 6-part series that is going to outline our retirement planning process. We dive into the third step of the process, "I…
6 years, 7 months ago
How Baby Boomers are Reinventing Retirement with Dr. Sara Geber
Episode 91
The word "retirement" inspires a lot of negative feelings in people of all ages, but especially baby boomers. More than ever, retirees want to be see…
6 years, 7 months ago
4 Big Considerations Before You Retire - Weekend Reading
Episode 90
This week's retirement reading is from The Balance, titled 4 Big Considerations Before You Retire. Listen in as Casey Weade breaks down the article a…
6 years, 8 months ago
Retirement Planning, Step 2: Liquidity
Episode 89
Today is the continuation of a 6-part series that is going to outline our retirement planning process. We dive into the second step of the process, "…
6 years, 8 months ago
The Philosophical Questions Behind Retirement with Mitch Anthony
Episode 88
Sometimes a client comes into our office and thinks the way that we plan for retirement is kind of strange. Before we get into the weeds, I often wan…
6 years, 8 months ago
Retirement Planning, Step 1: Purpose
Episode 87
Today is the start of a 6-part series that is going to outline our retirement planning process. We kick off the series with our first step, "Purpose"…
6 years, 8 months ago
12 Reasons LTC Planning Matters to Women - Weekend Reading
Episode 86
This week's retirement reading is from ThinkAdvisor, titled 12 Reasons LTC Planning Matters to Women. Listen in as Casey Weade breaks down the articl…
6 years, 8 months ago